See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,177 | $189,613-26.1% | $167,512-16.3% | $142,382-1.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 29.51% | 2024.68%-1995.2pp | 1615.79%-1586.3pp | 217.08%-187.6pp |
| Employer contribution / active EE | $56,280 | $4,349+1194.1% | $3,882+1349.9% | $4,299+1209.1% |
| Participant deferral / active EE | $13,560 | $6,981+94.2% | $6,405+111.7% | $6,507+108.4% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |